EMAIL INTEGRATION WITH CRM SYSTEM

Emailový klient - obrázok 1
No problem for Bitrix24 CRM system. What does it mean in practice? Imagine you have a database of customers and companies to which you register emails. After linking Bitrix24 CRM system with email clients Gmail, Yahoo, Outlook, iCloud, Office365, Exchange, Aol. or IMAP you get a comprehensive overview of incoming and outgoing emails on the contact or company card in Bitrix24 CRM in chronological view.

If you send emails via Bitrix24, it is also possible to track the time of sending the email and the time when the email was read by the customer.

EMAIL AUTOMATION

Everyone of us is tired of writing the same email message again and again to the new customer. Use email templates to set up email automation in CRM. Do you get an automatic email with the data that the customer has filled in the contact / order / registration or other type of form on your website? Create web forms directly in Bitrix24 or link your current web forms through Webhooks and automate.

On the basis of the submitted data via the completed web form, send the customer an automatic email response and start thinking about how to convince the customer to buy your product or service. By automating you will save time that you can use to manage customer relationship more effectively!

EMAIL MARKETING

Emails are still used and are IN. Bitrix24 offers a built-in CRM Marketing module that allows you to send bulk emails to your customers in your CRM. Divide your customers into segments, create interesting newsletter content for them, and reach your customers with a time-oriented offer / birthday discount / bonus via email from Bitrix24!

SHARING MAILBOXES

Do you use general mailboxes like info@, marketing@, support@, etc.? In Bitrix24, you can set up sharing of private or general mailboxes for multiple colleagues. The system will display emails similar to Outlook. Of course, it is also possible to set up email templates, email senders, send a copy or a hidden copy of email to others, edit email content, or attach any email attachments.

EXAMPLE OF BITRIX24 INTEGRATION SETTING WITH GMAIL

Open the Webmail module in Bitrix24. Click on Gmail integration. Log in to your mailbox, enable Bitrix24 Connector access, set up an SMTP server, click CRM integration and select the appropriate settings to work with your email. Finally, if necessary, allow your supervisor or colleagues to access your email. Done!

You want to test how Bitrix24 CRM integrates with GMAIL, YAHOO, OUTLOOK, ICLOUD, OFFICE365, EXCHANGE, AOL. OR IMAP? Write a contact form, download Bitrix24 for free, upgrade to the 30-day free version and test CRM integration with your email client: HERE. Bitrix24 CRM email integration is already available in the Bitrix24 CRM+ cloud version, and is available in all Bitrix24 licenses in the self-hosted version. If you have any questions about the integration of Bitrix24 with email, feel free to contact us at any time.

Autor: Ivana Rybovičová

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